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Virtual Advisor Jobs in New York (NOW HIRING)

Equitable Advisors

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Wealth Management Advisor (Entry-Level Training Provided)

New York, NY · On-site

$34K - $125K/yr (+ commission)

... Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching : Benefit from the training ...

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Virtual Advisor information

What is a virtual advisor?

Virtual Advisors are professionals who provide expert guidance, support, or consultation to clients remotely, often through digital platforms such as video calls, chat, or email. They can work in various fields, including finance, education, career development, or wellness, offering personalized advice tailored to individual needs. Virtual Advisors use technology to connect with clients, making their services accessible regardless of location. Their main role is to help clients make informed decisions and achieve their goals efficiently.

What are the key skills and qualifications needed to thrive as a virtual advisor, and why are they important?

To thrive as a Virtual Advisor, you need expertise in your advisory field, strong digital communication skills, and relevant educational or professional qualifications. Familiarity with virtual meeting platforms, CRM systems, and secure data-sharing tools is typically required. Exceptional active listening, adaptability, and relationship-building skills help foster trust and personalize client guidance. These skills are crucial for delivering effective, client-focused advice in a remote, technology-driven environment.

How does a virtual advisor typically collaborate with clients and team members in a remote setting?

As a Virtual Advisor, most interactions with clients and colleagues occur through digital communication platforms such as video calls, emails, and instant messaging. Advisors frequently coordinate with internal teams, such as research analysts or support staff, to provide accurate and timely advice tailored to each client's needs. Effective collaboration requires strong communication skills, proactive scheduling, and familiarity with collaboration tools to ensure seamless client experiences and maintain team alignment despite working remotely.

What is the difference between Virtual Advisor vs Virtual Customer Service Representative?

AspectVirtual AdvisorVirtual Customer Service Representative
Required CredentialsOften requires industry-specific knowledge, certifications, or expertiseTypically requires customer service training or basic certifications
Work EnvironmentRemote, often consulting or advisory settings with client interactionRemote, handling customer inquiries and support
Employer & Industry UsageFinancial, insurance, or consulting firms providing expert adviceRetail, telecom, e-commerce companies providing support
Search & Comparison IntentSeeking expert guidance or specialized adviceLooking for customer support or issue resolution

The main difference between a Virtual Advisor and a Virtual Customer Service Representative lies in their roles and expertise. Virtual Advisors typically offer specialized advice within a specific industry, requiring relevant credentials, while Virtual Customer Service Representatives focus on handling customer inquiries and support tasks. Both roles are remote but serve different purposes based on the employer's needs.

What are the most commonly searched types of Advisor jobs in New York?

The most popular types of Advisor jobs in New York are:

What are popular job titles related to Virtual Advisor jobs in New York?

For Virtual Advisor jobs in New York, the most frequently searched job titles are:

What job categories do people searching Virtual Advisor jobs in New York look for?

The top searched job categories for Virtual Advisor jobs in New York are:

What cities in New York are hiring for Virtual Advisor jobs?

Cities in New York with the most Virtual Advisor job openings:

Virtual Advisor jobs near you
Infographic showing various Virtual Advisor job openings in New York as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 52% Physical, 2% Hybrid, and 46% Remote job distribution.

College Ready Academy Peer Advisor

New Visions for Public Schools

New York, NY • On-site

Part-time

PTO

Posted 11 days ago

Key responsibilities

  • Provide guidance to students on college applications, financial aid milestones, and decision support activities.

  • Manage student caseloads by documenting advising interactions, tracking progress, and participating in weekly reviews.

  • Support program operations by facilitating on-site activities, managing logistics, and hosting virtual advising sessions.

Job description

Summary
New Visions for Public Schools is seeking two College Ready Academy (CRA) Peer Advisors to serve as a vital support system for students in the CRA, facilitating access to college and a smooth transition to postsecondary journey. As a CRA Peer Advisor, you will leverage your training and experience as a postsecondary coach or advisor to provide actionable guidance to high school students. You will work closely with program leadership and school counselors to engage and outreach to students, manage student caseloads, facilitate workshops, and provide direct academic and advising support.
This role operates on a cyclical calendar to meet students' changing needs:
  • Fall Semester: Focused on college list-building, essay support, and intensive financial aid application support including families.
  • Spring Semester: Shifts focus to award letter comparison, scholarship procurement, and navigating "senioritis" to ensure students are fully prepared for college enrollment.

2 positions: one based in the Bronx (Roosevelt Education Campus) and one based in Brooklyn (Prospect Heights Educational Campus)
Schedule
This is a part-time, temporary, hourly position from September 2026 to June 2027, with a possible extension into the summer. It is not eligible for benefits, holiday pay, or Paid Time Off (PTO) beyond what is required under NYC law. It requires a consistent weekly commitment, including on-site work every Tuesday and Thursday afternoon (typically 1:00 PM - 6:00 PM), plus hybrid/virtual availability on Mondays, Wednesdays, and some Saturdays.
  • Hours: Up to 20 hours per week
  • Schedule:
    • In-person: Tuesdays and Thursdays (1pm - 6:30pm) in-person at high school hub
    • Co-planning: Mondays (1:00 PM - 4:00 PM) at (hybrid; in-person at New Visions
    • Virtual: Wednesdays and Saturdays (3-hour block)
      • Office hours or evenings
      • Monthly workshops
    • Chaperone events such as city-wide college fairs on the weekends

Essential Job Functions:
  • Advising & Financial Aid Expertise
    • Provide granular, step-by-step guidance on complex college applications and financial aid milestones, including:
      • Applications: College list-making, college applications, FAFSA, NYS TAP, and DreamTAP application completion.
      • Advanced Planning: CSS Profile requirements (where applicable) and application navigation for Opportunity Programs (ASAP, SEEK, EOP, HEOP).
      • Decision Support: Award letter comparison and final commitment guidance.
  • Outreach, Case Management & Collaboration
    • Relationship Building
    • Caseload Management: Maintain the integrity of the shared student tracker by documenting every advising interaction, milestone progress, and case note. Participate in weekly caseload reviews with the Program Lead to identify opportunities for students and to outreach to "at-risk" students who may need additional support.
  • Program Operations
    • College Now & Academic Support: Provide on-site support during the College Now program (Tuesdays & Thursdays, 1:00 PM - 6:00 PM), including facilitating study halls, managing classroom logistics (laptop carts/setup), and creating a welcoming environment. Will also help manage dinners for students on site for College Now.
  • Seamless Enrollment & Persistence
    • Summer Melt Prevention: Lead transition efforts during the critical post-graduation period: monitor student enrollment status, assist with housing/deposit questions, and ensure students complete all pre-college requirements (e.g., orientation, course registration).
    • Virtual Advising: Host virtual office hours (Wednesdays & Saturdays) for 1:1 advising and assist in planning/facilitating monthly virtual workshops for students and families.

Required Education and Experience:
  • Previous experience as a peer coach (e.g., New Visions Bridge, CUNY CCB4A, College Advising Fellow, CARA, SLN College Transition Coach) is strongly preferred or other relevant postsecondary advisory experience
  • Must have cleared fingerprinting with the NYC Department of Education (NYCPS).

Required Knowledge and Skills
  • Emotional Intelligence: Ability to adapt to different school environments and build trust with diverse constituencies, including students, families, and high school staff.
  • Relationship-Building: Ability to quickly establish trust and rapport with students through active listening, reflecting back what students share, and normalizing uncertainty through the postsecondary process.
  • Organizational Rigor: Ability to track data, maintain detailed case notes, and communicate milestone progress effectively.
  • Teamwork: Excellent interpersonal and teaming skills.
  • Proactive Communication: Ability to identify challenges early - whether with an individual student or a new program - and manage up by flagging concerns to supervisors with clarity and appropriate urgency.
  • Collaboration: Ability to interface effectively with diverse constituencies, including students, families, and New Visions staff.
  • Flexibility: Willingness to grow and support as this new pilot program develops including ability to navigate new processes, provide feedback and be adaptive as we make program refinements.

Physical Requirements
  • Ability to travel onsite to NYC public schools
  • Ability to traverse a school environment, including accessing multiple floors, to attend meetings and facilitate learning activities
  • Ability to traverse an office environment to attend meetings and interact with colleagues
  • Ability to operate a computer and other relevant technology, such as phones, screens, printers, and tablets
  • Ability to carry up to 10 pounds (such as for a laptop and carrying case)

The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation.
Disclaimer
The statements herein are intended to describe the general nature and level of work being performed by the employee in this position. These statements are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of a person in this position.
Pay Rate
$22 per hour
Who We Are
For over three decades, New Visions for Public Schools has played a central role in improving the quality of New York City public schools and removing barriers to the success of low-income students and students of color. We provide educators with the tools, resources, and supports to build and continuously improve strong and responsive systems-through investments in curriculum, technology, student planning tools, and innovative college and career preparatory programs.
Equal Employment Opportunity Statement
New Visions believes that our teams are most effective when they include representation from the diverse communities we serve, as their perspectives are critical to the work we do. Diversity, equity, and inclusion do not determine who gets hired-that is based on qualifications. They ensure that people who have traditionally had less access to opportunities are considered and, once chosen, feel supported and valued as part of our team.
New Visions provides a comprehensive and competitive compensation and benefits package in addition to the opportunity to make a significant impact on education reform and in the lives of urban youth.

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